Wild Card Questions
Changing my will –just add a note?
To change my will (beneficiary/executor) do I need a lawyer? Does the change need to be notarized? Can I just..
Parts of a trust.
I was left 10 parts of a trust. Is that the same as 10%?
gurus near furure financial crash?
Hi Terry – have followed you 20+years…like? my question as gothu my internet is many finalcial guys like Ray Dalio,..
Transferring Money from a foreign bank to a bank in the United States.
How do we go about getting money out of a foreign bank account to a bank here in the United..
Recommendations for advice
Is there a reason you never mention Edward Jones as a place to get advice or place your money?
Finding my deceased daughter’s lost 401K
My daughter passed away in 2018 at age 53. She worked first for Prudential and then when the healthcare division..
QCD/RMD timing
Every thing I can find on this question is ambiguous. Say I have a 10,000 RMD and I want to..
Old money — a $500 bill
Where do I take my $500.00 bill to be evaluated for worth?
Mutual of America
Terry I have a RMD with MOA I received a letter from them on the Nov 5 that they sent..
Government control — gold?
A little while ago in our history the government made it illegal to own gold do you think that would..
New Car Prices
Terry, I am interested in buying a new car. I found the one I want, but the dealer is charging..
Looking for the free Personal Financial Organizer (can’t find the link)
Hi – just looking for this financial organizer, but I cannot find the link on your site. Thank you so..
Fed Interest Rate Increases To Fight Inflation
Hi, I enjoy listening to your insights on the WGN Morning News. I’m curious, why does the Fed burden workers..
Unclaimed Property
My husband is the beneficiary for his Father’s trust. His father has been deceased for over 20 years. Long story..
UNEMPLOYMENT MESS — Why are they sending me money??
I received unemployment during Covid as I was a Flight Attendant. I returned to work May 2021. Just last week..
Auto purchase
I need to buy an additional car- a four seater, since we have a grandchild due soon. I have a..
Personal Financial Organizer Form
I read about this form in a 2017 clipping I saved from the Tampa Bay Times. It said the form..
Tips for Choosing a Bank
Hi Terry, First, thank you for making me aware of the i-bonds rate, which was at 9.62%. My question. I..
Home Identity Theft Concern
Hi Terry – I listen to you regularly on WGN and have used the steps on your website when my..
WGN Radio — Cut the commercials
Terry, we want to listen to what YOU have to say. Not JOHN or 40 min. of COMMERCIALS. Tell WGN..